TIAM2
Tru Independence Asset Management 2’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-4,265
| Closed | -$223K | – | 79 |
|
|
2022
Q2 | $223K | Sell |
4,265
-43
| -1% | -$2.25K | 0.18% | 57 |
|
|
2022
Q1 | $223K | Sell |
4,308
-429
| -9% | -$22.2K | 0.13% | 87 |
|
|
2021
Q4 | $280K | Buy |
+4,737
| New | +$280K | 0.15% | 104 |
|
|
2021
Q1 | – | Sell |
-2,717
| Closed | -$100K | – | 324 |
|
|
2020
Q4 | $100K | Buy |
+2,717
| New | +$100K | 0.08% | 121 |
|